Generate Sale Order History Report

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How to Generate Sale Order History Report?

In this tutorial, we’ll guide you through the process of configuring the Sale Order History Report in Logic ERP.

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Access the Sale Order History Report

• Navigate to the Reports/Queries section.

• Under Order Reports, open the Sale Order History Report.

• Click on Configuration to create a new report setup.

• Assign a suitable configuration name.

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Configure Report

• Under Print Options, tick to enable Party-wise Totals and Grand Totals.

• Navigate to Report Options and define the Report Order based on your preference.

• Enable the option Show Pending Sale Orders if you want to include both pending and retrieved orders in the report.

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Save and Generate the Report

• Save the configuration and select it from the Available Configurations list.

• The report will initially appear blank.

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Add and Customize Columns

• Click on Setup Column Attributes to define which columns you want to display.

• Select columns such as:

  • Sale Bill Number

  • Order Number and Date

  • Customer Name

  • Challan Quantity

  • Billed Quantity

  • Bill or Challan Amount

• Use the arrow keys to rearrange column order as needed.

• Save the configuration and press F2 to refresh the report.

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View Report Output

• The report now displays a detailed history of sale orders within the selected date range.

• It shows which sale orders have been retrieved in which bills and also lists pending orders because the Show Pending Sale Orders option is enabled.

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Filter Retrieved Orders Only

• To view only retrieved sale orders, open the Configuration Settings by pressing "F5".

• Disable the Show Pending Sale Orders option and save.

• The report will now display only those sale orders that have already been retrieved in bills.

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You have successfully configured and customized the Sale Order History Report in Logic ERP.